Sany Heavy Industry stock market analysis
Sany Heavy Industry stock market analysis. Nowadays, many people are paying attention to the stock market. Among them, Sany Heavy Industry’s stock market is very popular, but some people are looking at it. For those who don’t understand the stock market and don’t know what this stock is like, let’s take a look at the analysis of Sany Heavy Industry’s stock market. Sany Heavy Industry Stock Market Analysis 1
Let’s start with Sany Heavy Industry—why do stocks with good performance not rise?
What does it mean that market expectations are not good?
That is, most funds in the market are not optimistic about its future development prospects. In recent years, the market has been very unfavorable to cyclical stocks. Most cyclical stocks have been left out of the market. Including many leading companies in cyclical industries, even if their performance is very stable and there is no obvious significant fluctuation in cyclical performance, they are still looked down upon by the market. For example, Conch Cement’s performance is very stable, but it is classified as a cyclical stock by the market, so its valuation price-to-earnings ratio is only 7 times!
Sany Heavy Industry is also a cyclical stock, which is why it is not favored by the market. Most funds in the market believe that although Sany Heavy Industry's current performance is very good, it may be at the peak of its performance, and it will be difficult to achieve much growth in future performance.
The above chart shows that Sany Heavy Industry’s performance growth rate has been declining in recent years.
In fact, the market preferences are different at each stage. Just like neurosis, there are no rules. In the past few years, the market was not optimistic about liquor stocks and new energy stocks, and the market was keen on Internet finance. In the past two years, liquor, new energy, and pharmaceutical stocks have been favored by market funds, while stocks in other industries have been left out.
Therefore, when we do stocks, it is really impossible to determine when the stocks in our hands will rise. Only leeks will believe those technologies that promote the ability to buy stocks and make them rise.
Although market hot spots change frequently, performance is the eternal theme of the market. Although Sany Heavy Industry and Conch Cement are cyclical stocks, due to their good performance, their stock prices are actually on a bullish trend. Currently, their stock prices are still at relatively high levels.
The above chart is the monthly chart of Sany Heavy Industry and Conch Cement. It can be seen that Sany Heavy Industry is still at a historical high stock price, and has reached a record high in stock price. As long as Sany Heavy Industry's future performance continues to grow, it is inevitable that the stock price will remain high or even hit a new high.
Although Conch Cement’s stock price has not reached a new high in the past year, it is still at a high level. If Conch Cement's performance can increase significantly in the future, the stock price will also hit a new high.
Cyclical stocks are like migrant workers in the eyes of the market, and the market thinks they have little potential. Growth stocks such as liquor and pharmaceuticals are like returned doctors, with high hopes from the market. However, if a migrant worker can work hard to make progress and achieve a high income or even financial freedom, then the snobbery of the market will of course give him a higher evaluation, and the stock price will rise sharply. If PhDs in areas such as liquor, medicine, and semiconductors continue to have no research results, they will be cast aside by the market, and their stock prices will plummet.
Origin is one thing, and hard work and development are also another aspect. But no matter what, the market is still more optimistic about growth stocks. Industries such as consumption, medicine, and chips have inherent auras and are more likely to be overvalued by the market. This kind of market bias is also common in foreign markets, and cyclical stocks are also easily undervalued abroad. But there is a certain rationality - which one is more likely to have a future, a person who has graduated from primary school or a person who has graduated from a doctorate? It is obvious from a probabilistic perspective.
You make money by opening doors and repairing locks, and others make money by researching and developing medicines. Who do you think will earn more in the future? This is the profit model that determines your development ceiling. Many diseases require lifelong medication, and you need to buy medicine frequently. But if you buy a tractor, you may need to use it for more than 10 years before you consider replacing it!
There is a certain reason why the market gives stocks like Sany Heavy Industry a price-to-earnings ratio of more than 10 times.
Because you can’t sell so many cranes every year! But when it comes to selling medicine, you can sell medicine every year without reducing the dosage! We should not expect Sany Heavy Industry to have a P/E ratio of 50 times, nor should we expect excellent pharmaceutical stocks to have a P/E ratio of more than 10 times.
In the short term, although Sany Heavy Industry’s first quarter performance increased by 146%, the market believed it was unsustainable, so the stock price did not perform. If Sany Heavy Industry can continue to maintain rapid growth in performance in the future, its performance will of course slap the market in the face, the market will of course correct its mistakes, and the stock price will of course rise.
It’s just that the market is currently cautious about its future performance prospects. Sany Heavy Industry Stock Market Analysis 2
Sany Industrial City
Sany Heavy Industry has business and industrial bases all over the world, with industries built in Beijing, Changsha, Shanghai, Kunshan, Urumqi and other places in China. Park, with overseas R&D and manufacturing bases in India, the United States, Germany, and Brazil.
The company’s products include concrete machinery, excavating machinery, hoisting machinery, piling machinery, and road construction machinery. Among them, leading products such as pump trucks, tow pumps, excavators, crawler cranes, and rotary drilling rigs have become China’s leading products. The first brand, the market share of concrete pump trucks, concrete pumps and fully hydraulic rollers ranks first in the country, and the output of pump trucks ranks first in the world. [7]
Adhering to the mission of "Quality Changes the World", SANY spends 5-7% of its sales revenue on research and development every year, and is committed to upgrading its products to world-class standards. With its technological innovation strength, SANY won the "Second Prize of the National Science and Technology Progress Award" twice in 2005 and 2010, and the "Second Prize of the National Technological Invention Award" in 2012, becoming the highest national honor received by the construction machinery industry since the founding of the People's Republic of China. . At the same time, the company's chief expert Yi Xiaogang was also named "The First Top Ten National Outstanding Scientific and Technological Workers" and was the only winner in the construction machinery industry. Sany Heavy Industry *** has 3,310 authorized and valid patents.
Sany Garden Factory
With independent innovation, Sany successfully developed the 66-meter pump truck, 72-meter pump truck, and 86-meter pump truck three times to refresh the world of long-boom pump trucks. records, and successfully developed the world's first fully hydraulic grader, the world's first three-stage concrete pump, the world's first non-foaming asphalt mortar truck, Asia's first 1,000-ton all-terrain crane, and the world's largest 3,600-ton crane. Class crawler crane, China's first hybrid excavator, the world's first mobile complete equipment A8 Mortar Master, etc., continue to promote "Made in China" to become world-class.
With its first-class product quality, SANY Equipment has participated in the construction of major global projects, including the Burj Khalifa, Beijing Olympic Stadium, London Olympic Stadium, Brazil World Cup Stadium, Shanghai Tower, Hong Kong World Financial Center and other major projects. construction construction.
Sany Heavy Industry has built 15 6S centers across the country. In the next few years, 6S centers will be opened in 31 provincial capital cities, municipalities directly under the Central Government, and more than 200 secondary cities across the country. It has 169 sales branches, more than 2,000 service centers and more than 7,500 technical service engineers around the world. The self-operated mechanism, perfect network, and unique concept integrate star service and value-for-money services throughout the entire process of pre-sales, sales, and after-sales of products.
Mr. Liang Wengen, Chairman of Sany Heavy Industry, is the main founder of Sany Group, a representative of the 17th and 18th National Congress of the Communist Party of China, a representative of the 8th, 9th and 10th National People's Congress, and a "National Model Worker" ", "National Outstanding Private Entrepreneur", "Excellent Builder of Socialism with Chinese Characteristics", CCTV "China Economic Person of the Year", "Forbes" "Best Boss of China's Listed Companies".